American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q2 2025
Institutional positions in American Express Co as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,719
- +129 vs. Q1 2025
- Shares held
- 595.6M
- −797.5K (−0.1%) vs. Q1 2025
- Total value
- $189.9B
- +$29.6B (+18.4%) vs. Q1 2025
- New holders
- 244
- 1,058 more added
- Sold out
- 115
- 962 more reduced
37 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 9,224 | $2.71M | 0.04% | +4,479+94.4% | Added |
| Prosperity Consulting Group, LLC | 8,481 | $2.71M | 0.20% | +94+1.1% | Added |
| Icon Wealth Advisors, LLC | 8,481 | $2.71M | 0.19% | −1,881−18.2% | Reduced |
| Western Wealth Management, LLC | 8,473 | $2.70M | 0.16% | +405+5.0% | Added |
| Howard Capital Management Group, LLC | 8,426 | $2.69M | 0.19% | 00.0% | Unchanged |
| Hardy Reed LLC | 8,420 | $2.69M | 0.22% | −10−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 8,417 | $2.68M | 0.50% | +190+2.3% | Added |
| RMR Wealth Builders | 8,394 | $2.68M | 0.24% | +379+4.7% | Added |
| Marble Harbor Investment Counsel, LLC | 8,371 | $2.67M | 0.29% | −1,090−11.5% | Reduced |
| New England Asset Management Inc | 8,340 | $2.66M | 0.41% | 00.0% | Unchanged |
| KWB Wealth | 9,883 | $2.66M | 0.32% | −158−1.6% | Reduced |
| Natural Investments, LLC | 8,317 | $2.65M | 0.69% | +159+1.9% | Added |
| Bank of Stockton | 8,290 | $2.64M | 0.79% | −19−0.2% | Reduced |
| Woodmont Investment Counsel LLC | 8,265 | $2.64M | 0.17% | +12+0.1% | Added |
| Signet Investment Advisory Group, Inc. | 8,260 | $2.63M | 1.35% | −20−0.2% | Reduced |
| GFG Capital, LLC | 8,223 | $2.62M | 0.78% | −379−4.4% | Reduced |
| IFG Advisory, LLC | 8,200 | $2.62M | 0.13% | +86+1.1% | Added |
| Dover Advisors, LLC | 8,154 | $2.60M | 1.15% | +148+1.8% | Added |
| Americana Partners, LLC | 8,116 | $2.59M | 0.09% | −1,340−14.2% | Reduced |
| Spears Abacus Advisors LLC | 8,109 | $2.59M | 0.05% | −135−1.6% | Reduced |
| Berkshire Bank | 8,085 | $2.58M | 0.59% | −174−2.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,068 | $2.57M | 0.22% | −2,176−21.2% | Reduced |
| Accent Capital Management, LLC | 8,044 | $2.57M | 1.15% | −150−1.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,967 | $2.54M | 0.57% | +230+3.0% | Added |
| Bridgewater Advisors Inc. | 8,232 | $2.54M | 0.19% | +50+0.6% | Added |
| Forum Financial Management, LP | 7,944 | $2.53M | 0.04% | +1,296+19.5% | Added |
| Wilkins Investment Counsel Inc | 7,932 | $2.53M | 0.36% | −600−7.0% | Reduced |
| Hilltop National Bank | 7,884 | $2.51M | 0.66% | +7,884 | New |
| Rothschild Investment LLC | 7,842 | $2.50M | 0.16% | −54−0.7% | Reduced |
| Red Door Wealth Management, LLC | 7,828 | $2.50M | 0.30% | +2,178+38.5% | Added |
| Citizens National Bank Trust Department | 7,823 | $2.50M | 0.50% | +18+0.2% | Added |
| Lazard Freres Gestion S.A.S. | 7,820 | $2.49M | 0.05% | −540−6.5% | Reduced |
| Mengis Capital Management, Inc. | 7,790 | $2.48M | 0.53% | −1,280−14.1% | Reduced |
| Eqis Capital Management, Inc. | 7,788 | $2.48M | 0.20% | −669−7.9% | Reduced |
| Applied Finance Capital Management, LLC | 7,779 | $2.48M | 0.17% | +7,779 | New |
| Puzo Michael J | 7,769 | $2.48M | 0.71% | +4,866+167.6% | Added |
| Osborne Partners Capital Management, LLC | 7,765 | $2.48M | 0.13% | −43−0.6% | Reduced |
| Capital International Sarl | 7,760 | $2.48M | 0.05% | +1,533+24.6% | Added |
| Holderness Investments Co | 7,756 | $2.47M | 0.53% | +22+0.3% | Added |
| Beverly Hills Private Wealth, LLC | 7,752 | $2.47M | 0.46% | +249+3.3% | Added |
| Ronald Blue Trust, Inc. | 7,736 | $2.47M | 0.03% | +402+5.5% | Added |
| Sawgrass Asset Management LLC | 7,682 | $2.45M | 0.28% | −691−8.3% | Reduced |
| Marsico Capital Management LLC | 7,652 | $2.44M | 0.07% | −16,165−67.9% | Reduced |
| Red Cedar Investment Management, LLC | 7,628 | $2.43M | 0.31% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 7,627 | $2.43M | 0.19% | +283+3.9% | Added |
| Western Financial Corp | 7,576 | $2.42M | 1.30% | +90+1.2% | Added |
| Oldfather Financial Services, LLC | 7,513 | $2.40M | 0.82% | −4−0.1% | Reduced |
| Veracity Capital LLC | 7,455 | $2.38M | 0.83% | +38+0.5% | Added |
| Level Four Advisory Services, LLC | 7,447 | $2.38M | 0.09% | +447+6.4% | Added |
| Taylor Frigon Capital Management LLC | 7,425 | $2.37M | 1.26% | −288−3.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,415 | $2.37M | 0.69% | −1,217−14.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.34M | 1.07% | −71−1.0% | Reduced |
| Crestwood Advisors Group LLC | 7,332 | $2.34M | 0.04% | +463+6.7% | Added |
| Balboa Wealth Partners | 7,323 | $2.34M | 0.47% | +810+12.4% | Added |
| Birinyi Associates Inc | 7,295 | $2.33M | 0.68% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 7,253 | $2.31M | 0.05% | +638+9.6% | Added |
| Boltwood Capital Management | 7,243 | $2.31M | 0.66% | −55−0.8% | Reduced |
| Mutual Advisors, LLC | 7,409 | $2.31M | 0.06% | +804+12.2% | Added |
| Cannon Advisors, Inc. | 7,217 | $2.30M | 1.85% | +7,217 | New |
| Confluence Wealth Services, Inc. | 7,213 | $2.30M | 0.13% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 7,212 | $2.30M | 0.18% | +7,212 | New |
| Jackson Wealth Management, LLC | 7,188 | $2.29M | 0.25% | −269−3.6% | Reduced |
| Intellectus Partners, LLC | 7,186 | $2.29M | 0.49% | +10.0% | Added |
| Skopos Labs, Inc. | 7,181 | $2.29M | 0.30% | +2,336+48.2% | Added |
| Gateway Investment Advisers LLC | 7,169 | $2.29M | 0.02% | −125−1.7% | Reduced |
| Excalibur Management Corp | 7,159 | $2.28M | 0.86% | −51−0.7% | Reduced |
| Arjuna Capital | 7,123 | $2.27M | 0.60% | −390−5.2% | Reduced |
| Stock Yards Bank & Trust Co | 7,106 | $2.27M | 0.08% | −295−4.0% | Reduced |
| Auxier Asset Management | 7,093 | $2.26M | 0.33% | 00.0% | Unchanged |
| Everett Harris & Co | 7,057 | $2.25M | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 7,012 | $2.24M | 0.08% | −453−6.1% | Reduced |
| Qube Research & Technologies Ltd | 6,957 | $2.22M | 0.00% | −549,133−98.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $2.22M | 0.87% | +8,244 | New |
| SageView Advisory Group, LLC | 7,126 | $2.21M | 0.08% | −520−6.8% | Reduced |
| Palisade Asset Management, LLC | 6,915 | $2.21M | 0.22% | −380−5.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,902 | $2.20M | 0.52% | −254−3.5% | Reduced |
| Syon Capital LLC | 6,882 | $2.20M | 0.15% | +988+16.8% | Added |
| Nicholas Hoffman & Company, LLC. | 6,860 | $2.19M | 0.06% | +30.0% | Added |
| Tilia Fiduciary Partners, Inc. | 6,852 | $2.19M | 1.33% | +416+6.5% | Added |
| Flputnam Investment Management Co | 6,797 | $2.17M | 0.04% | −260−3.7% | Reduced |
| Baldwin Investment Management, LLC | 6,787 | $2.16M | 0.26% | +100+1.5% | Added |
| Gsa Capital Partners LLP | 6,741 | $2.15M | 0.15% | +3,042+82.2% | Added |
| Huntleigh Advisors, Inc. | 6,740 | $2.15M | 0.41% | +135+2.0% | Added |
| Beacon Financial Group | 6,737 | $2.15M | 0.22% | −30−0.4% | Reduced |
| Aurora Private Wealth, Inc. | 6,724 | $2.15M | 1.59% | +182+2.8% | Added |
| Symphony Financial, Ltd. Co. | 7,823 | $2.14M | 0.28% | +7,823 | New |
| Hall Capital Management Co Inc | 6,712 | $2.14M | 0.90% | +183+2.8% | Added |
| GLOBALT Investments LLC | 6,710 | $2.14M | 0.08% | −367−5.2% | Reduced |
| Daymark Wealth Partners, LLC | 6,678 | $2.13M | 0.08% | +260+4.1% | Added |
| Pitcairn Co | 6,674 | $2.13M | 0.14% | −958−12.6% | Reduced |
| Center for Financial Planning, Inc. | 6,664 | $2.13M | 0.24% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,637 | $2.12M | 0.08% | +1,486+28.8% | Added |
| McAdam, LLC | 6,633 | $2.12M | 0.12% | +99+1.5% | Added |
| Inkwell Capital LLC | 6,601 | $2.11M | 2.25% | −250−3.6% | Reduced |
| PFG Investments, LLC | 6,562 | $2.09M | 0.12% | +134+2.1% | Added |
| BNP Paribas | 6,589 | $2.09M | 0.07% | +6,089+1,217.8% | Added |
| Net Worth Advisory Group | 6,539 | $2.09M | 0.46% | +4,347+198.3% | Added |
| Lee Danner & Bass Inc | 6,537 | $2.09M | 0.16% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 6,518 | $2.08M | 0.91% | −34−0.5% | Reduced |
| BancorpSouth Bank | 6,504 | $2.07M | 0.14% | −11−0.2% | Reduced |